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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $21,558 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $20,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,508 | $55,437+1.9% | $155,534-63.7% | $74,459-24.1% |
| Participation rate | 51.4% | 61.9%-10.5pp | 78.2%-26.8pp | 67.2%-15.8pp |
| Annual return | 15.38% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,086 | $2,266-52.1% | $4,675-76.8% | $2,626-58.6% |
| Participant deferral / active EE | $1,704 | $2,837-39.9% | $5,630-69.7% | $4,350-60.8% |
| Admin fee / account holder | $338 | $1,742-80.6% | $15,900-97.9% | $1,945-82.6% |